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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,478 | $81,276-88.3% | $155,574-93.9% | $80,925-88.3% |
| Participation rate | 28.7% | 66.2%-37.5pp | 78.2%-49.5pp | 67.7%-38.9pp |
| Annual return | 27.52% | 33.36%-5.8pp | 64.87%-37.3pp | 35.65%-8.1pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,287 | $3,453-62.7% | $5,629-77.1% | $4,299-70.1% |
| Admin fee / account holder | $951 | $7,993-88.1% | $15,914-94.0% | $6,940-86.3% |